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Federal Reserve
AI Capex
United States
Productivity
Inflation
Tariffs
European Central Bank
Canada
Labor Market
Canadian Dollar
Housing
Budget 2025-26 Canada
Bank Of Canada
Dollar Yen
Hyperscalers
Gross Domestic Product
Iran
Data Centers
Oil
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On Get Sharpe, hosts Dustin Reid and Prerna Mathews go beyond the headlines to unpack the macro and policy drivers shaping markets and what they mean for portfolios. Expect global perspectives, practical takeaways, and thoughtful debates with some of the sharpest minds in the industry. Tomorrow’s best ideas start here. Stay sharp with Get Sharpe.

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Latest Episodes

The private credit headlines of late 2025 spooked some retail investors — but were they telling the full story? Dustin Reid sits down with Northleaf Vice Chair James Cowan to break down what went wrong and why institutional investors kept putting mon... more

The Strait of Hormuz is dominating financial headlines but screen prices are telling a different story. Dr. Amrita Sen of Energy Aspects joins host Dustin Reid to explain why physical cargo markets are trading ten to fifty dollars above published cru... more

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Marko Papic, Chief Strategist at BCA Research, joins host Dustin Reid to unpack why oil and energy markets have reacted differently than broader global equities. He explores what geopolitical tensions, sticky inflation, and the AI capex boom could me... more

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Ben Rabidoux, President of North Cove Advisors Inc. joins Dustin Reid and Prerna Mathews to unpack what is driving Canada’s housing market now, from weaker rental demand and condo pressure to the renewal cycle still ahead. He also lays out what to wa... more

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Recent Guests

Amrita Sen
Founder and Director of Market Intelligence, Energy Aspects
Energy Aspects
Episode: Everyone's talking Hormuz, but here's what they're missing
Marko Papic
Geopolitical strategist, formerly Clock Tower, now at BCA Research
BCA Research
Episode: A Conversation with Geopolitical Strategist Marko Papic on Oil, AI, and Inflation Risks
Jens Nordvig
Guest from Exante and Banda Research
Exante, Banda Research
Episode: Jens Nordvig – Fed Independence and the next market repricing
Joseph Briggs
Co-Head of Economics, Goldman Sachs
Goldman Sachs
Episode: Joseph Briggs – AI capex: signal or noise?
Brent Donnelly
President of Spectra Advisors; author of Alpha Trader and The Art of Currency Trading
Spectra Advisors
Episode: Brent Donnelly – Alpha in practice: How he reads markets and manages risk
Ali Jaffery
Executive Director on the Economics team at CIBC
CIBC
Episode: Ali Jaffery – Fiscal reality check: What the budget really means
Steve Englander
Managing Director and Head of G10 FX Strategy and Head of North American Macro Strategy
Standard Chartered
Episode: Steve Englander – US Macro Outlook: Resilience, Risks and Market Implications
Tim Jones
Longtime watcher of the Euro area; financial journalist in London and Brussels; covered ECB and European politics for Medley
Medley (journalist)
Episode: Tim Jones – Europe's Macro Outlook: Monetary Policy, Political Risks, and Fiscal Divide
Durham Abric
Inflation trader who runs inflation trading for Citadel Securities in New York
Citadel Securities
Episode: Durham Abric – Inflation Outlook and Policy Risks for the Second Half of 2025

Host

Dustin Reid
Host of Get Sharpe

Reviews

5.0 out of 5 stars from 30 ratings
  • Da bomb

    No better source for global financial market macro intelligence. Dustin brings it!

    Apple Podcasts
    5
    cynicàl
    Canada2 years ago
  • Great insight and discussion

    Topics and insight are spot on!

    Apple Podcasts
    5
    M.A.R.1973
    Canada3 years ago
  • Very insightful

    Can’t wait for the next episode

    Apple Podcasts
    5
    RishiGanguly
    Canada3 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Guests bring world-class macro perspectives from top institutions.
Discussions are data-driven and focused on portfolio implications.
Listeners praise sharp macro dialogue and actionable takeaways.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

Everyone's talking Hormuz, but here's what they're missing
Q: What are you seeing in terms of actual physical flows versus what the futures market is pricing?
Physical cargos are trading at higher levels than the prompt prices would suggest, especially in East Asia, indicating a big gap between what is happening on the ground and what's reflected in paper markets.
Everyone's talking Hormuz, but here's what they're missing
Q: Amrita, what is the baseline outlook for Brent prices given the current disruptions in Hormuz and the Middle East?
The baseline is that prices should stay above $100 in the near term, with a higher floor once disruptions end, potentially staying in the $80–$90 range or higher as inventories rebuild and capacity comes back unevenly.
Jens Nordvig – Fed Independence and the next market repricing
Q: What would Warsh's confirmation mean for policy and markets?
If confirmed, Warsh would likely push for cautious, data-dependent easing rather than aggressive cuts, aiming to bring the committee along and avoid internal dissent while navigating ongoing inflation dynamics.
Jens Nordvig – Fed Independence and the next market repricing
Q: Do you think the Fed is under attack and is its independence at risk?
Yes, there has been an open, public pushback and inquiries from political actors, but the overall system remains resistant to full takeover; with the Supreme Court and other checks, independence is being defended even as scrutiny persists.
Ali Jaffery – Fiscal reality check: What the budget really means
Q: So switching gears, simply put, do you think this budget will get through Parliament?
Ali expects the budget to pass, noting opposition leaders are unlikely to provoke a vote that triggers an early election, so passage is likely with some political maneuvering but no immediate risk of collapse.

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Frequently Asked Questions About Get Sharpe

What is Get Sharpe about and what kind of topics does it cover?

Macro-focused conversations that dissect how geopolitical developments, energy dynamics, AI capital expenditure, and monetary policy ripple through markets and portfolios. The show blends rigorous analysis from top macro researchers and trading practitioners with practical takeaways for fixed income, equities, and currency positioning, often highlighting inflation dynamics, policy risk, and portfolio hedges. Noteworthy are the frequent connections made between real-world events (tariffs, energy supply, AI adoption) and asset allocation decisions, plus a steady stream of insight from guests with institutional backgrounds. This mix makes it valuable for investors, traders, and policy-followers seeking a globally informed, risk-aware perspecti... more

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1. The Invested
2. Top Traders Unplugged
3. Thoughts on the Market
4. At Any Rate
5. Macro Hive Conversations With Bilal Hafeez

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Get Sharpe launched 3 years ago and published 30 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Get Sharpe?

Recent guests on Get Sharpe include:

1. Amrita Sen
2. Marko Papic
3. Jens Nordvig
4. Joseph Briggs
5. Brent Donnelly
6. Ali Jaffery
7. Steve Englander
8. Tim Jones

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